JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$7.49B
2 +$6.55B
3 +$3.25B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.72B
5
DIS icon
Walt Disney
DIS
+$2.57B

Top Sells

1 +$4.98B
2 +$2.57B
3 +$1.98B
4
UNH icon
UnitedHealth
UNH
+$1.96B
5
UNP icon
Union Pacific
UNP
+$1.93B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SRI icon
2676
Stoneridge
SRI
$163M
$4.33M ﹤0.01%
614,538
+122,897
DHT icon
2677
DHT Holdings
DHT
$2.19B
$4.32M ﹤0.01%
400,068
+40,574
BSCV icon
2678
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.25B
$4.32M ﹤0.01%
261,471
+259,198
LGND icon
2679
Ligand Pharmaceuticals
LGND
$3.96B
$4.32M ﹤0.01%
38,015
-2,397
NRIM icon
2680
Northrim BanCorp
NRIM
$518M
$4.32M ﹤0.01%
185,320
+110,540
CFFN icon
2681
Capitol Federal Financial
CFFN
$815M
$4.32M ﹤0.01%
707,874
-333,076
SGRY icon
2682
Surgery Partners
SGRY
$1.98B
$4.3M ﹤0.01%
193,540
-214,135
GSIE icon
2683
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.54B
$4.3M ﹤0.01%
108,298
+43,009
FNKO icon
2684
Funko
FNKO
$187M
$4.29M ﹤0.01%
900,360
+884,639
ITWO
2685
ProShares Russell 2000 High Income ETF
ITWO
$69M
$4.28M ﹤0.01%
117,612
AMPX icon
2686
Amprius Technologies
AMPX
$1.53B
$4.28M ﹤0.01%
1,017,217
+1,008,854
DHS icon
2687
WisdomTree US High Dividend Fund
DHS
$1.3B
$4.25M ﹤0.01%
44,307
-13,482
SAM icon
2688
Boston Beer
SAM
$2.14B
$4.25M ﹤0.01%
22,251
-417
SPNS icon
2689
Sapiens International
SPNS
$2.42B
$4.24M ﹤0.01%
145,029
-154,385
BANR icon
2690
Banner Corp
BANR
$2.1B
$4.24M ﹤0.01%
66,037
-157,471
TILE icon
2691
Interface
TILE
$1.52B
$4.22M ﹤0.01%
201,630
+39,941
EWM icon
2692
iShares MSCI Malaysia ETF
EWM
$254M
$4.22M ﹤0.01%
173,298
-298,425
BTG icon
2693
B2Gold
BTG
$5.48B
$4.21M ﹤0.01%
1,167,034
+1,093,381
IOO icon
2694
iShares Global 100 ETF
IOO
$7.62B
$4.21M ﹤0.01%
39,066
-269
FNDA icon
2695
Schwab Fundamental US Small Company Index ETF
FNDA
$9B
$4.19M ﹤0.01%
146,341
+30,297
WTM icon
2696
White Mountains Insurance
WTM
$4.89B
$4.17M ﹤0.01%
2,323
+337
FIZZ icon
2697
National Beverage
FIZZ
$3.07B
$4.17M ﹤0.01%
96,332
-17,857
PGC icon
2698
Peapack-Gladstone Financial
PGC
$446M
$4.16M ﹤0.01%
147,354
-19,618
SEE icon
2699
Sealed Air
SEE
$6.25B
$4.15M ﹤0.01%
133,886
-31,418
USPH icon
2700
US Physical Therapy
USPH
$1.08B
$4.15M ﹤0.01%
53,085
-16,342